so what I'm going to show you is a way to automate outbound calls right And you can basically get an AI agent to call your appointments or your sales leads or anything like that automatically as soon as they opt in So here's an example right here This using NA10 is an amazing workflow Absolutely beautiful And if we click on the outbound dial section we can just run a test call So let's test this out right here We're going to click on test step That's going to execute the nose As you can see phone call type And then you can see the phone call coming through here Let's answer that No worries at all Take your time I'm here whenever you're ready If you need a moment to get settled that's absolutely fine Just let me know when you're ready to continue Hey how's it going Hey I'm doing great Thanks for asking How about you I really appreciate you taking the time to chat today I just wanted to quickly confirm that you're still good for your scheduled call with Julian Goldie Is that time still convenient for you And is this the best number to reach you on for the call Also before we jump in I'd love to learn a bit more about you and your business What's the main SEO or link building challenge you're hoping to solve right now Yes So right now what we want to do is scale our business with SEO get more organic traffic That's fantastic Scaling with SEO and boosting organic traffic is definitely something we can help with Just to make sure we tailor the call to your needs could you share a bit more about your current situation For example what's your main goal for the next three six months when it comes to SEO or organic growth Are you the main decision maker for SEO investment Or is there anyone else involved in the process And out of curiosity what would make this upcoming call a big win for you Is there a specific result or outcome you're hoping for No rush take your time And if there is anything you All right so we're gonna end that call right there but you get an example of exactly what we've done how we've done it etc So the way that we've done this creating this AI agent that can basically call your sales appointments reconfirm them is really simple and easy right So what you can see here is we have an NA10 automation It's completely free to get access to If you go inside the AI success lab link in the comments description and then go to the NA10 outbound calls agent you'll find the template that you can just import straight into NA10 right there But essentially what we're doing here is we're taking appointments For example you see this calendar is linked to new appointments that come in Then from here we have an AI agent that basically responds and figures out okay what to say etc And that sends the information over to a tool that can make outbound calls Absolutely amazing And you can sync this to a sales calendar or it could be to appointments or it could be whatever you want lead generation You have to be careful of course because if you're making calls with AI you want to make sure that it's all compliant I'm not a legal expert This is not legal advice You can figure that stuff out and research it Do your own research But you get the point This is how powerful it is and how it works right So for example the way that this works is it's taking appointments So I'm going to just set this up in a new tab as a new automation just to show you how easy it is Right So if we go inside NA10 you're then going to go to create workflow And then inside NA10 from here what you're going to do is add a first step Now I would recommend that you have this running on a schedule So it could be like okay 9:00 a.m each day we're going to run this automatically based on my new appointments right from the day before Just reconfirm everyone make sure everyone's going to join the appointment right Then from here what we can do is we're going to add a new section called calendar and we're going to select inside here get many events Now with get many events basically you just want to connect your Google calendar like you can see you just sign in it's pretty simple allow access to NAN and then from here you can actually get access to your emails So for example this random email address that I've used for the process and what this is going to do is it's going to take appointments from this email address So here's an example calendar with appointments So you can see we've got an NA10 party happening tomorrow within the next 24 hours It's going to take that information and send it over to the AI agent Now the way that you can do this is you're going to have the settings as Google calendar account resource and then you can click on return all So just select return all toggle that on and then from here we can just select okay anything after right now but before 24 hours time All right so we'll plug that in and basically what that's going to do is take all the appointments within the next 24 hours So from here we can just test that step and basically what that's doing is taking all the information from the appointment and sending it over here So you can see this is all the information about the appointment when it's going to start when it's going to end etc So just to recap here we've scheduled a trigger to run every 24 hours and then we've set up Google calendar to grab all the latest events From here what we're going to do now is set up an AI agent So you can see we've got the outbound AI agent The way that we set this up we just click on this and we need to link this to a model Now you could use Open Router for free something like that I'm just going to use OpenAI because it's easier So I've got this connected If you don't know how to connect this you just edit the credentials and plug in your API key from OpenAI And then you're good to go All right So we've got schedule the trigger Google calendar AI agent That's got the information right there And then you just need to program this AI agent to be able to run your instructions So here's an example right So it's got the source for the prompt We're going to select define below Right And then we're going to plug in a prompt as you can see right here So pasted that in Now if we open this up what you can see is we are taking in the information from the event the date the time and the description of the event Right And also you want to add some new instructions here So for example wait be patient Might take a while to connect whatever And you just given some information to the agent Now I think honestly this could be improved but I just want to give you an example of how it works right And then if you want to drag in the date and the time or or select random stuff from the account you can just for example drag and drop this information that's been taken previously So what this is doing is taking the JSON information from the Google calendar event and then telling the AI exactly what our appointment's about so that it can figure that stuff out Okay Now also we've got a system message right So what we're going to do is click on require specific output format We're going to add a system message like you can see So let's add that in Plug that in If you're wondering what the system message is basically as you can see you're Julian Goldie AI the world's best appointment set Call the lead has already booked in a call from Julian Goldie's calendar Confirm that they can attend the scheduled time Blah blah blah Now one thing I'd actually change if it was me doing this again then I would highly recommend that you actually change this So essentially it only asks like one question at a time because if you don't do that the AI agent might talk too much It might ask too many questions etc It can get messy I wouldn't recommend that So you can see it's got the output the notes all the information about the appointment etc So we've configured that set up the specific output format We're good to go on that Now what we also need to do is set up a structured output parser Right now the way that you do that inside your workflow is you would go over here and then you're going to select output parser structured output parser and then you just take the information from your appointment Now you can rewrite this inside chat GBT and ask it to rewrite something unique based on the specific details that you take but this is just what I'm using for the JSON is it's pretty easy to set set up and simple to do right And by the way all the instructions with the importable template are inside the AI success lab You've got the agent prompt example here You've got the instructions for the system message the structure output example as well So you can just copy and paste this stuff from me if you want to steal it and then customize it to you your business your API keys etc So we've plugged that in now and basically what this is doing is you can see it's taking the event name the date the time zone about contact etc So we're good to go on that Now we're just going to test this Make sure it actually works Let's click test step and make sure it works If there's any errors we can fix it And let's just double check this on the structured output We just need to change this to define below All right So make sure you've selected in your structured output passer define below So now we're just going to retest the AI agent It's good for you to see stuff like this to know how to fix it Now it works Perfect Beautiful You can see the inputs the outputs etc Living the dream my friend All right Now what we're going to do is we're just going to add a HTTP request for the outbound dial Right So we're going to click on plus over here There we go And then we're going to select the method as post because this is going out right So if we look at this example of what's already working you're going to select post Then you're going to use this URL right And at this point you might be wondering okay what is retaili.com Let me show you an example So Retail AI is basically a way of automating your call operations with voice AI right Really powerful tool pretty cool easy to set up And let me show you exactly how to use it So you got an example right here And what you want to do is just create an agent So you go to create an agent Single prompt agent That's all you need Now inside that single prompt agent here are the settings that I used So I pasted in the same prompt from the system message on NA10 which you've got inside the AI success lab if you want to steal it from me And then so this is the system message And then inside here we've got a welcome message right So you want to click on AI initiates AI begins with dynamic begin message like you can see over here What I would also recommend is that you set up a knowledge base for the agent as well So it's got for example details of you your SAP and then you can also choose between what language you want So you can do this in multiple languages It can even be multilingual As you can see if you get appointments in Spanish French whatever language you see all the languages then you can have this as a multilingual agent I've selected Jason but there's a bunch of different voices that you can use as AI agents here So you know female male different voices Some of them very flamboyant I'll be honest with you but you get the point And then from here you've got different APIs that you can use Now some of them are more expensive than others So for example you see here Gemini 2.0 flash is like 0.006 per minute right Super cheap Whereas you got GPT40 Mini Realtime which is like 0.125 per minute right So that's going to get pretty expensive So it's up to you what you use I was using GT1 for my example We've got JSON right there English Boom Right We're ready to go on that Now the next thing that you want to do is inside retail aai.com is you're going to go down to API keys and just make sure you have an API key like you can see right here And then additionally we just need to go to phone numbers Now you can buy a phone number for free You actually get $10 when you sign up And it costs $2 for a phone number So I just bought a phone number like you can see set up and we selected outbound call agent as a single prompt agent we set up before Right You can see that right there Right So that's the outbound call agent This is the ID for the phone number and we're good to go on that Right now you've plugged in your URL inside the HTTP request And then what we're going to do from here is we're going to select generic as the authentication credential type And then from here we're going to select custom or and by the way if you're wondering like am I the genius that figured all this stuff out No I learned from a amazing YouTube account called AI workshop Would recommend checking out That's where I learned this stuff from It does a lot of awesome test tutorials on the NA10 but it's pretty easy to figure out and pick up even if you're not technical like I'm not technical at all So from here what we're going to do is click on send body and then we're going to select using JSON and then we're going to use this process right here which I'll explain in a second Right So what you can see if we pull this up as an example is we basically have the from phone number right so that's a phone number that is inside retail AI So if you're wondering how to get that you go to Retail AI make sure you've bought the phone number that we talked about before go to phone numbers and then grab this phone number and put it inside the quote marks As you can see for the two number that would be the contact phone number from the appointment Right So you can see that's the contact phone number from the appointment We've put that inside the two number section Then for the retail LLM dynamic variables we've got the event name and we've also got the phone number etc And the final thing that you need to customize as well is also the agent details Right So this is the override agent ID Now if you want to get that all you do is you go back to your agent as you can see right here Then you're going to click on single prompt agent And from here you would just copy this code in the top right That's going to give you a copy and pasteable agent ID that you paste inside the quote marks over here Right So you just that boom and then if you want to run the phone call you just click on test step and it's really easy and simple to set up Right So basically you get a bunch of ideas of what you can create how to create it Just make sure you've set up send body JSON using JSON Plug that information right there If you want to get the JSON from me you can get that inside the AI profit boardroom I've put the HTTPS request example inside the instructions right there I will delete my API key after this But that's basically how you can do it Simple and easy I would also recommend maybe you want to run this through whatever you want And also here inside the knowledge base you can click on add new knowledge base and just plug in the information So for example let's wait for that You can see here I've uploaded my sales S&P for the appointment selling agent who can just go off and figure stuff out right So really simple and easy You can add knowledge and if you have an SP on how to do outbound calls like we do for our setters then you can put that inside the knowledge base plus some information about you etc And that just helps make the agent way better So you for example add web pages upload files add text So we could go in here We could type in like julian.com and then you can see actually is this really interesting So actually takes all the pages from julian.com and which ones do you want to include inside the agent knowledge base Right So we can just take the homepage hit save or the about me page etc Type in the details and we can autosync that So if you make any changes to your website you can autos sync that every day Click on Julian Goldie website for example hit save And now that knowledge is going to be updated to the AI agent So when it makes outbound calls it's going to be way smarter because it has more context right It's not just a generic AI agent You can also for example even take a transcript of your best outbound calls upload that to the agent and then this can do it as well So it's absolutely amazing what you can do Easy to set up a phone number The only thing with the phone number is like you can't make outbound calls until this is fully verified which literally takes one minute but you have to open up your phone app take a picture of your ID plug in your face etc and then it's all verified And then you can start doing calls right So you'll see a little button in the top right that says verify your call And then you've got the phone number you got the agent you got the knowledge base etc All set up inside this bad boy And then you got the API key over here Just going to plug that into NA10 like you can see and then you can easily make outbound calls right automated as you could even set up a trigger where it's right as soon as this web hook comes in and that web hook is an appointment from your calendar then as soon as that comes through then you make the outbound dial right so it's like speed to lead is super fast and you can just call people as soon as they've booked in the appointment so let's test that out again we'll take the appointment here's the full workflow again you can download it inside the AI success lab which is completely free Just go to this section here It's called NA10 outbound calls agent like you can see And then if we go inside NA10 we'll run a test here So we'll click on this Just make sure as well if you want to test this out that you're testing each stage of the process Right So you have to test this then that then this then that Right And each stage of the process has to work because it relays the information onto the next module So for example if we click on this one then we're going to click on test step And there's always a little bit of a delay before the outbound call comes in Obviously it's not like directly instant There we go Call from of course after Hello No worries at all Take your time I'm here whenever you're ready Just let me know when you're available to chat about your upcoming appointment with Julian Goldie Hello there Hi there Thanks so much for picking up This is Julian Goldie's team I'm just calling to confirm your upcoming appointment with us Can I quickly check are you still available for the scheduled time And is this the best number to reach you on for the call Boom Right That's how easy it is Ready to go You can customize the agent a lot more You can make the prompts much better and smoother But that was just a little demo to give you a little taster of how it works Right If you want the workflow you've got it attached inside the AI success lab Link in the comments description I've given you the demo shown you how easy it is to link to your Google calendar You could also have that as a web hook from your CRM as well To be honest I would recommend the CRM method because the faster you get to those appointments the more likely they are to confirm and be impressed by your amazing workflows And you can see the knowledgebased example I've included all the links inside the AI success lab And yeah that's basically it Now if you also want other automations on like a scraper agent a social media post automator NA10 is absolutely amazing and you can get all of these templates inside the AI success lab It's completely free You can just join today Big community of 5,900 people and also a bunch of other training like you can see in this section here Now if you want to upgrade if you need support if you need help if you want people to actually answer your questions because that doesn't really happen inside the AI success lab then feel free to get the AI profit boardroom This is a community focused on making more money and saving time with AI And additionally inside the AI profit boardroom you can get weekly calls So you can jump on live calls with us ask any questions you have get help and support get all the coaching that you need Also you can DM us with any questions you have And additionally you can post inside the community here like you can see everyone is doing and then get help and questions and advice on whatever you need right And that's the best way to do this I think if you need help if you need support if you want to save hours of messing around this is the best place to go So feel free to get the AI profit boardroom link in the comments in the description